Privacy Policy

This Privacy Policy explains how Planning Tech Ltd (“we”, “us”, “our”) collects, uses, shares and protects your personal data when you visit planning-tech.com (the “Website”) or contact us.

If you are a client using one of our CRM platforms, your data may be processed under separate contractual terms (e.g. a Data Processing Agreement).

Data Controller: Planning Tech Ltd

Website: planning-tech.com

Email: privacy@planning-tech.com

Registered address: TODO: insert company address

Company number: TODO: insert UK company number (if applicable)

Data you provide

• Identity and contact details (e.g. name, email, phone) when you contact us or request a quote.
• Business information you share (e.g. requirements for software/CRM projects).
• Any content you submit via forms, email or messaging.

Data collected automatically

• Technical and usage data (e.g. IP address, browser type, device information, pages visited, timestamps).
• Log data for security, troubleshooting and performance monitoring.

We minimise collection and retain logs only as long as necessary for security and operational purposes.

• To respond to enquiries and provide information about our services (legal basis: legitimate interests / pre-contractual steps).
• To provide services, including software development and support (legal basis: performance of a contract).
• To improve and secure the Website (legal basis: legitimate interests).
• To comply with legal obligations (legal basis: legal obligation).
• Marketing communications (legal basis: consent where required; otherwise legitimate interests for B2B communications, subject to opt-out).

We may use cookies and similar technologies to operate the Website, remember preferences, and understand how the site is used.

• Strictly necessary cookies: required for core functionality and security.
• Analytics cookies: help us understand traffic and usage patterns.
• Marketing cookies: used to deliver relevant ads and measure campaigns (only if enabled/used).

TODO (optional): If you implement a cookie banner/consent manager, add details here (provider + how to change preferences).

We may share personal data with:

• Service providers (e.g. hosting, email delivery, security, analytics) acting as processors under our instructions.
• Professional advisors (e.g. accountants, legal) where necessary.
• Authorities if required by law or to protect rights and safety.

We do not sell your personal data.

Some suppliers may process data outside the UK/EEA. Where this happens, we ensure appropriate safeguards are in place, such as adequacy decisions or Standard Contractual Clauses (and UK addendum where applicable).

We keep personal data only as long as necessary for the purposes described above, including legal, accounting, and security requirements. Retention periods vary depending on the type of data and context (e.g. enquiries vs. client contracts).

We implement appropriate technical and organisational measures to protect personal data against unauthorised access, alteration, disclosure or destruction (e.g. access controls, encryption where appropriate, secure development practices).

Depending on your location and applicable law (UK GDPR / EU GDPR), you may have the right to:

• Access your personal data
• Rectify inaccurate data
• Erase data (in certain circumstances)
• Restrict or object to processing
• Data portability (in certain circumstances)
• Withdraw consent where processing is based on consent

To exercise your rights, contact: privacy@planning-tech.com

You also have the right to lodge a complaint with the UK Information Commissioner’s Office (ICO) or your local supervisory authority.

Our Website and services are not intended for children, and we do not knowingly collect personal data from children.

The Website may contain links to third-party websites. We are not responsible for their privacy practices. Please review their policies separately.

We may update this Privacy Policy from time to time. The “Last updated” date above indicates when changes were made.

If you want, I can also generate: cookie.php (Cookie Policy) + a minimal cookie-consent banner script compatible with your Bootstrap layout (no WordPress, no frameworks).